Lynne Russell is a financial advisor at Americana Partners, LLC in Houston, TX, with 18 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at McMurrey Investment Advisors LLC for 11 years before joining Americana Partners in 2021. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and manages multiple private pooled investment vehicles for accredited investors.

Roman Reed is a financial advisor at Arax Advisory Partners with 26 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc, Wells Fargo Clearing Services LLC, and US Capital Wealth Advisors LLC. Reed serves on the advisory board for the Bush School of Government & Public Service and is a board member of The Petroleum Club of Houston. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, using a combination of internal and external asset management approaches along with performance-based fee structures for certain clients.

Marco Johnson is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with six years of industry experience. He has worked at Symphony Financial since 2019 and has been involved with United Airlines, Inc. and Airline Crew Taxes, LLC for over 20 years each. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment framework combining fundamental and technical analysis and offers a multi-family office service model that coordinates comprehensive family financial needs through outside providers.

Jason Fertitta is a financial advisor at Americana Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves on the boards of Truth BBQ Holdings, Excel Mulching & Trenching, and the Houston Museum of Natural Science. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms to support its integrated wealth management approach.

Edwin Langley Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2011. He is also a certified public accountant and principal owner of Langley & Associates, a CPA firm he has operated since 1979. Halbert Hargrove Global Advisors manages approximately $4.2 billion for individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a multi-advisor platform offering discretionary, fee-only investment management combined with financial planning and consulting services, utilizing a disciplined investment process overseen by an Investment Committee.

Heinrich Grobler is a financial advisor with Sunbelt Securities, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at HighTower Advisors LLC and Salient Capital Advisors, LLC. Outside of his advisory work, he operates as a CPA providing tax advice and filings. Sunbelt Securities, Inc. offers investment advisory services to individual and institutional clients through a network of representatives who implement and monitor portfolio allocations using diverse investment strategies. The firm’s offerings include wrap-fee programs, standalone financial planning, and referrals to third-party money managers.

Cliff Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Cliff has been with Mutual of Omaha Investor Services since 2013 and has worked with the broader Mutual of Omaha organization since 2009. Outside of his advisory role, he raises beef cattle and holds a partial interest in a family mineral rights partnership related to oil and gas production. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet and using Pershing as custodian.

Bruce Garrison is a CFA® charterholder with 14 years of industry experience, currently serving at Chilton Capital Management LLC since 2011. He holds a Series 63 license and participates as a director and audit committee member for Stratus Properties, a real estate development firm. Chilton Capital Management provides discretionary portfolio management and advisory services to a diverse client base, including individual and institutional investors. The firm employs sector-specialized teams using fundamental, bottom-up research with a multiyear holding horizon and offers a range of investment strategies, including REIT and tax-exempt fixed income approaches.

Randall Neighbour is a financial advisor at The Fiduciary Alliance in Houston, TX, with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Lincoln Financial Advisors, Sigma Planning Corporation, and Fortune Financial Services. Outside of his advisory role, he serves as President and Chairman of the Board for Touch Outreach Ministries and is also involved as Director and President of The American Center for Financial Stewardship, a nonprofit focused on education in budgeting and finance. The Fiduciary Alliance advises individuals, including high-net-worth clients, retirement plans, and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and provides both discretionary portfolio management and written financial plans.

Javier Altimari is a CFP® with 14 years of industry experience, currently serving as Founder and Managing Partner at Americana Partners, LLC in Houston, TX. His prior experience includes roles at Oppenheimer & Co. Inc and GFS Advisors, LLC. He is also the owner and director of Altimari & Co. LLC, a personal holding company focused on venture capital and private equity investments. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios across a broad range of investment vehicles and manages multiple private pooled investment vehicles for accredited investors, incorporating technology platforms and third-party managers in its implementation process.

Jonathan Adams is a Series 65-licensed advisor at OneSeven in Houston, TX, with one year of industry experience. His prior experience includes two years at Bradley Arant and academic roles at the University of Texas School of Law and Rice University. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and utilizes third-party platforms and independent managers.

Marques Cormier is a financial advisor with HUB Investment Partners, LLC in Houston, TX, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining HUB Investment Partners in 2020, he worked at ZT Wealth Advisory for four years. He serves on the board of Foundation 99 in San Marcos, Texas, contributing to fundraising strategy and volunteer financial coaching. HUB Investment Partners serves a diverse client base including institutional, corporate, municipal, and high-net-worth individual clients. The firm employs a combination of active and passive investment strategies and offers discretionary and non-discretionary portfolio management along with specialized services for banking and municipal clients.

Joshua Mitchell is a financial advisor at Corda Investment Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Nationwide Insurance Company, Charles Schwab & Co., Inc., and Miller Howard Investments Inc. Corda Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in client assets for over 1,300 clients. The firm provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, along with pension consulting, tax preparation, and access to attorney-led estate-planning services.

Ross Langley is a CFP® professional with 17 years of industry experience. He has been with Halbert Hargrove since 2011 and also operates Langley & Associates, a certified public accounting practice. Halbert Hargrove Global Advisors serves a diverse client base including high-net-worth individuals, pensions, trusts, and charitable organizations, managing approximately $4.2 billion across a multi-advisor platform. The firm offers discretionary, fee-only investment management and financial planning, employing an Investment Committee to construct diversified portfolios using a wide range of asset classes and investment strategies.

Karl Krueger is a financial advisor at Avidian Wealth Solutions in Houston, TX, holding a Series 66 designation with 26 years of industry experience. He has been with Sta Wealth Management, LLC since 2015. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm manages approximately $3.99 billion in assets and offers a range of services including discretionary portfolio management, financial planning, and ERISA-plan advisory work, utilizing model-based managed solutions and sub-advisory arrangements.

Frances Longshore is a CFP® with 37 years of industry experience, currently serving at Tucker Asset Management LLC since 2021. She has worked at Principal Financial for 15 years and has been the owner and president of Longshore Financial Group since 1988. Outside of advisory work, she is involved in selling Medicare supplement insurance, fixed annuities, fixed insurance, and long-term care products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Thomas Payne is a financial advisor with Calton & Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Calton & Associates since 2015 and previously spent 11 years with Tri Star Advisors. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and uses a range of analytic approaches tailored to client goals, risk tolerance, and liquidity needs.

Matthew Britton is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Linscomb Wealth, Inc. since 2024 and previously spent five years at Edward Jones. Linscomb Wealth provides comprehensive wealth planning and investment management services to a wide range of clients, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized family office services.

Nicholas Prangner is a CFP® with 19 years of industry experience, currently serving at World Equity Group, Inc. since 2020. He previously worked at IMG Financial Group and Securian Financial Services INC for a combined 11 years. Outside of his advisory role, he is involved with Exponent Prosperity Accelerator Advisors LLC, focusing on business development and executive retention. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with financial planning and access to third-party managers.

Shannon Willems is a financial advisor at New Edge Wealth with 14 years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC for 12 years. Willems has been with New Edge Wealth and its affiliated broker-dealer since 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics with human oversight.